+43.5%
KDP vs CAKE
+147.7%
-104.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.7% | +1.2% | +5.3% |
| 7D | +5.3% | +9.1% | -3.8% | +4.2% |
| 30D | +19.1% | +5.8% | +13.3% | +18.2% |
| 3M | +19.2% | +9.3% | +9.8% | +17.6% |
| 6M | +29.3% | +96.1% | -66.8% | +20.8% |
| YTD | +35.5% | +131.4% | -95.9% | +24.7% |
| 1Y | +43.5% | +146.1% | -102.6% | +30.8% |
| All | +43.5% | +147.7% | -104.2% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CAKE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling